Highlights. Online shopping will generate $8.91 trillion* in global revenue by 2030, growing 6.79% per year.

  • Projections indicate that by 2030, online sales will represent 23.9% of all retail revenue.
  • In 2025, worldwide online shopping revenue totaled $6.42 trillion, up from $4.25 trillion in 2020.
  • 2.77 billion consumers shop online worldwide in 2025, up from 1.46 billion in 2015.
  • Over 25 million retailers worldwide sell online, and the number of global shoppers increases 3.17% each year.

*Financial values have not been seasonally adjusted; this report does not use seasonally adjusted values unless noted otherwise.

Line Graph: Total Annual eCommerce Revenue in billions from 2015 ($411) to 2025 ($1,431) according to the U.S. Census Bureau

2025 Online Sales Growth

U.S. e-commerce sales totaled $1.431 trillion in 2025.

  • eCommerce sales in 2025 are estimated to account for a 3.41% higher share of total retail sales than in 2024. 
  • In the fourth fiscal quarter (Q4) of 2025, U.S. e-commerce sales totaled $365.2 billion, up 5.58% YoY from 2024 Q4.
  • eCommerce accounted for 18.3% of retail sales in 2025 Q4, up 2.67% YoY. 
  • Global e-commerce sales totaled an estimated $6.42 trillion in 2025.

Line Graph: eCommerce Share of Total Retail Sales from 2015 (8.87%) to 2025 (19.0%) according to the U.S. Census Bureau

Online Sales Growth in the 2020s

eCommerce revenue not only increased overall in the first 6 years of the 2020s, but the growth rate is also far above the currency inflation rate during the same period.

  • American consumers spent $1.431 trillion online in 2024, up 9.24% year-over-year (YoY).
  • The monthly record for online purchases as a percentage of total retail sales dollars was 21.8% in December 2025. 
  • eCommerce spending in the U.S. increased 34.2% in 2020.
  • From January 2020 to December 2025, month-to-month e-commerce revenue growth averaged 1.59%.
  • During the same period, the month-to-month value of the U.S. dollar averaged a 0.33% rate of increase.
  • In the first 6 years of the 2020s, month-to-month e-commerce revenue growth outpaced currency inflation by 386%.
  • When expressed as a percentage of nationwide retail sales revenue (i.e. market share), month-to-month e-commerce sales growth averaged a 0.70% rate of increase.  
  • In the fourth quarter of 2025, the traditional winter holiday shopping season, e-commerce sales increased 21.8% from 2025 Q3.
  • By December 2025, the e-commerce share of monthly retail sales dollars increased 3.00% from its peak in December 2024.
  • In 2025, total seasonally-adjusted e-commerce sales dollars increased 7.51%.
U.S. 24-Month Online Spending & Growth
Month Total E-commerce Sales (billions) YoY Growth
Dec 2025 $156.6 6.83%
Nov 2025 $134.2 4.96%
Oct 2025 $124.6 6.79%
Sep 2025 $114.7 9.35%
Aug 2025 $115.5 7.27%
Jul 2025 $121.1 8.07%
Jun 2025 $112.8 8.00%
May 2025 $117.1 6.07%
Apr 2025 $113.5 7.31%
Mar 2025 $111.8 7.80%
Feb 2025 $101.5 5.52%
Jan 2025 $107.8 6.71%
Dec 2024 $146.6 13.5%
Nov 2024 $127.8 6.19%
Oct 2024 $116.7 11.1%
Sep 2024 $104.9 9.50%
Aug 2024 $107.6 5.43%
Jul 2024 $112.1 11.2%
Jun 2024 $104.5 7.12%
May 2024 $110.4 7.46%
Apr 2024 $105.8 12.0%
Mar 2024 $103.7 6.56%
Feb 2024 $96.2 11.5%
Jan 2024 $101.0 9.08%

Projected Online Sales Growth

eCommerce sales are expected to continue rising as a share of U.S. retail sales through 2030. 

  • If current trends continue, U.S. e-commerce revenue will total $1.98 trillion in 2030.
  • Likewise, current trends indicate the e-commerce market share will be 21.4% in 2030.
  • Online sales are expected to increase by 38.6% from 2025 to 2030, or at an average annual rate of 6.80%. 
  • Other projections indicate total online sales revenue will increase 9.29% per year through 2029.
  • Projections indicate that mobile online purchases as a percentage of e-commerce sales will increase 15.0% or an average annual rate of 3.00% from 2025 to 2030.

Line Graph: Total Annual eCommerce Revenue in billions from 1995 ($52) to 2005 ($173) according to the U.S. Census Bureau

Online Shopping User Growth

84.3% of Americans shop online.

  • In 2019, 59.4% of American consumers shopped online regularly.
  • 33.8% of the world’s population now shops online.
  • The mobile share of online shopping traffic has reached 79%. 
  • Mobile shoppers generated $2.51 trillion for global retailers in 2025.

Line Graph: Annual Number of U.S. Online Shoppers in millions from 2017 (155.8) to 2025 (288.5) with a projections for 2026 (301.9) according to Statista

Online Sales Growth in the 21st Century

Most of the largest gains in e-commerce revenue and market share happened in the 21st century.

  • From 2000 to 2020, e-commerce spending increased at an average annual rate of 33.7%.
  • In 2000, U.S. consumers spent $112.5 billion on e-commerce.
  • From 2000 to 2010, annual e-commerce spending increased 131% to $260.1 billion.
  • Also in 2000, e-commerce sales dollars accounted for 3.86% of nationwide retail sales revenue.
  • Between 2000 and 2010, the e-commerce market share increased 80.1%.
  • From 2010 to 2020, annual e-commerce spending increased 235% to $871.3 billion.
  • Between 2010 and 2020, the e-commerce market share increased 129%.
U.S. Total Annual Online Spending
Year E-commerce Sales
(billions)
Growth YoY
2025 $1,431 7.02%
2024 $1,337 9.24%
2023 $1,224 11.2%
2022 $1,101 9.55%
2021 $1,005 15.3%
2020 $871 34.2%
2019 $649 12.9%
2018 $575 11.6%
2017 $516 12.3%
2016 $459 11.6%
2015 $411 11.2%
2014 $370 8.86%
2013 $340 5.27%
2012 $323 11.4%
2011 $290 11.5%
2010 $260 11.9%
2009 $232 2.80%
2008 $226 2.49%
2007 $221 10.6%
2006 $200 15.1%
2005 $173 14.1%
2004 $152 14.7%
2003 $132 9.74%
2002 $121 6.54%
2001 $113 0.74%
2000 $112 20.8%

Historical Online Sales Growth

While multiple media outlets consider 1994 the birth year of e-commerce, the U.S. Census Bureau did not begin tracking online sales until 2000, when it combined e-commerce with mail-order sales.

  • 1997 U.S. e-commerce sales totaled an estimated $20.8 billion.
  • From 1995 to 1997, estimated U.S. annual e-commerce sales revenue combined with mail-order revenue totaled $80 billion.
  • Between the 1995-1997 period and 2000, combined total e-commerce sales and mail-order revenue increased at an average annual rate of 8.11%.
  • Between 1999 and 2000, the combined e-commerce and mail order revenue increased 20.8%.
Global Online Spending & Growth
Year Total Sales Revenue
(billions)
YoY Change
2025 $6.419 6.86%
2024 $6.007 7.65%
2023 $5.580 9.63%
2022 $5.090 2.23%
2021 $4.979 17.2%
2020 $4.248 26.8%
2019 $3.351 12.4%
2018 $2.982 25.2%
2017 $2.382 29.1%
2016 $1.845 19.2%
2015 $1.548 15.9%

Global Online Sales Growth

In the early years of e-commerce, U.S. sales accounted for an estimated 80% of global e-commerce revenue.  

  • In 2025, global online retail sales totaled $6.42 trillion. 
  • 2024 global online retail sales dollars increased 6.86% YoY.
  • 1997 worldwide e-commerce sales totaled an estimated $26 billion.
  • Between 1997 and 2014, global e-commerce increased 5,039% to $1.34 trillion.
  • Projections indicate that global online retail sales will total $8.91 trillion by 2030.
  • If projections are correct, e-commerce sales revenue will increase at an annual average rate of 6.79%.

Line Graph: Global Annual eCommerce Revenue in trillions from 2015 ($1.55) to 2025 ($6.42) according to eMarketer

These data and insights were compiled by the Capital One Shopping team based on publicly available data.

Sources

  1. United States Census Bureau, Monthly Retail Trade Reports
  2. U.S. Bureau of Labor Statistics, Consumer Price Index (CPI) Inflation Calculator
  3. Money, 8 Amazing Things People Said When Online Shopping Was Born 20 Years Ago
  4. Mississippi Department of Archives & History
  5. eMarketer, Insights
  6. Statista, E-commerce
  7. BuiltWith, eCommerce Web Usage